Position in EXC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,258
-$65 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,254
of 1,279 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hickory Point Bank & Trust holds $1,675,193 across 11 Utilities - Regulated Electric names. EXC ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,732 | $548,609 | |
| 2 | ETR |
Entergy Corp /De/
|
2,998 | $344,350 | |
| 3 | NEE |
Nextera Energy Inc
|
3,013 | $264,451 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
2,792 | $226,598 | |
| 5 | DTE |
Dte Energy Co
|
957 | $145,817 | |
| 6 | ED |
Consolidated Edison Inc
|
445 | $49,230 | |
| 7 | AEP |
American Electric Power Co Inc
|
354 | $48,430 | |
| 8 | D |
Dominion Energy, Inc
|
500 | $34,145 |
All Filings in EXC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258 | 27 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,323 | 27 | Shares | Sole | 2026-04-03 | |
| No filing history on record for this holder in this stock. | ||||||